New York Service Agreement (Bookkeeping)

Bahman Eslamboly

Form reviewed by Bahman Eslamboly, Attorney at FindLegalForms

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This Bookkeeping Services Agreement is between a business owner or client and an individual who will perform bookkeeping or accounting services. This agreement sets forth the terms and conditions of the arrangement and also affirms that no employer/employee relationship is created. A written Bookkeeping Services Agreement will prove useful in the event of disagreements or misunderstandings.

Among others, these important provisions are included in this agreement:
  • Parties to the Agreement: This provision contains the identity and names of the parties entering into the agreement;
  • Services: Sets out the specific services to be performed;
  • Time of Completion and Payment: Sets forth the specific timeframe in which the services will be performed and the consideration paid therefor;
  • Confidentiality: The confidential information of the business is not to be disclosed by the services provider.

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This attorney-prepared packet includes:
  1. General Information
  2. Instructions and Checklist
  3. Bookkeeping Services Agreement for use in New York
State Law Compliance: This form complies with the laws of New York

New York Service Agreement (Bookkeeping)

Product Details

Product New York Service Agreement (Bookkeeping)
Country United States
Pages 8
Dimensions Designed for Letter Size (8.5" x 11")
Printer compatibility Designed to print on all ink-jet and laser printers
Editable Yes (.doc, .wpd and .rtf)
Format Microsoft Word
Adobe PDF
Rich Text Format
Platform Windows Compatible
Mac Compatible
Linux Compatible
Availability In Stock. Instant Download
Usage Unlimited number of prints
Category Service Agreement (Bookkeeping)
Product number #36689
Download time Less than 1 minute (approx.)
Document Access Via secret online address
Email with download links
Email with attachment upon request
Refund Policy 60 days, no-questions asked, 100% money back guarantee

Frequently Asked Questions

A Bookkeeping Services Agreement is a formal contract between a business owner and a bookkeeper that outlines the specific services to be provided, payment terms, and other important provisions. It helps to clarify the relationship and protect both parties.

Having a written agreement is essential as it provides a clear outline of the expectations and responsibilities of both parties. It serves as a legal document that can be referenced in case of disputes or misunderstandings.

Key provisions often include the identities of the parties, a detailed description of the services to be performed, payment terms, confidentiality clauses, and timelines for completion. These elements ensure that both parties have a mutual understanding of the arrangement.

Yes, the agreement can be modified if both parties agree to the changes. It is advisable to document any amendments in writing to maintain clarity and legal standing.

In the event of a dispute, the written agreement serves as a reference point for resolution. It may include clauses on dispute resolution methods, such as mediation or arbitration, to help resolve issues amicably.

Is This Form Right For You?

Use This Form If:

  • Individuals who operate small businesses in New York may require a formalized agreement with a bookkeeper to ensure clarity on the services provided and payment terms. This helps to prevent misunderstandings and provides legal backing in case of disputes.
  • Situations requiring the hiring of freelance bookkeeping services often necessitate a written contract to outline the specific services to be rendered. This agreement can protect both parties by clearly defining expectations and responsibilities.
  • For those entering into a bookkeeping arrangement, having a service agreement can serve as a safeguard against potential liability issues. It explicitly states that no employer/employee relationship exists, which is crucial for tax and legal purposes.
  • Business owners looking to maintain confidentiality regarding their financial information should use this agreement to ensure that their bookkeeper is legally bound to protect sensitive data. This provision is vital in maintaining trust and security in the business relationship.
  • When transitioning from in-house bookkeeping to outsourced services, a formal agreement can help delineate the responsibilities of the new service provider. This clarity is essential for a smooth transition and ongoing financial management.

Do Not Use If:

  • – This form is not appropriate for situations where the bookkeeping services are provided on an informal basis without any expectation of payment. In such cases, a written agreement may not be necessary.
  • – If the bookkeeping services are being provided by an employee rather than an independent contractor, this agreement should not be used. An employment contract would be more suitable in that scenario.
  • – In cases where the scope of services is unclear or not well-defined, this agreement may not be effective. It is crucial to have a clear understanding of the services to be included in the contract.
  • – This form is not suitable for businesses outside of New York, as it is specifically designed to comply with New York state laws. Different jurisdictions may have different legal requirements.
  • – If both parties are not in agreement on the terms outlined in the agreement, it should not be used. A contract requires mutual consent to be enforceable.

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